Monthly Archives: September 2011

Week in Review

Posted on September 11, 2011 by macromon

Markets will once again be on euro watch this week.  After the dollar’s strongest weekly performance of the year and the euro/dollar’s weakest, and a big drop in the DAX and CAC,  all eyes will be watching to see if … Continue reading →

Posted in Week in Review | Tagged , , , , , | 1 Comment

German Finance Minister Prepares for Possible Greek Bankruptcy – Spiegel

Posted on September 11, 2011 by macromon

These are the headlines at Spiegel Online, which should hit the markets like a ton of bricks offers on Monday.   Looks like Spiegel  posted the teaser to the full story to be released on Monday.    Not a great way … Continue reading →

Posted in Black Swan Watch, Euro, Fiscal Policy, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , , | 2 Comments

Global Trend Indicators

Posted on September 10, 2011 by macromon

(click here if tables are not observable)

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‘Euro no good for Greece but zero chance of exit soon’

Posted on September 10, 2011 by macromon

(click here if video is not observable)

Posted in Euro, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , | Leave a comment

This Time is Different

Posted on September 9, 2011 by macromon

Those dreaded words you never want to hear as an investor.  But check out the Fortune Magazine graphic of this recession relative to others since the WWII.   Yes it’s a balance sheet problem and the economy needs more time to … Continue reading →

Posted in Black Swan Watch, Charts, Demographics, Economics, Employment, Fiscal Policy, Policy, Politics | Tagged , , | 12 Comments

European Leaders Take the Fork in the Road

Posted on September 8, 2011 by macromon

Good piece in the Economist, Europe’s debt crisis: Fudge, the final frontier, summing up the crisis in the Eurozone.   Even a little history lesson, SEPTEMBER is a cruel month in international monetary history, when regimes that once seemed inviolate … Continue reading →

Posted in Black Swan Watch, Bonds, Euro, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , | Leave a comment

France Approves Greece Bailout

Posted on September 7, 2011 by macromon

(click here if video is not available)

Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , | Leave a comment

Apple to lead in 2011 smartphone shipments – Digitimes

Posted on September 7, 2011 by macromon

Global smartphone shipments for 2011 will reach 462 million units, rising 60% from the 288 million shipped in 2010, according to Digitimes Research. Apple is expected to overtake Nokia as the top ranking vendor in terms of shipment volume in … Continue reading →

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Chart of the Day: Euro Rescue Pie

Posted on September 7, 2011 by macromon

(click here if chart is not observable)

Posted in Black Swan Watch, Chart of the Day, Charts, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , | Leave a comment

Connect the Carry Trades

Posted on September 7, 2011 by macromon

Wow! This chart from the Economist looks like one of those elementary school exams where you draw lines to connect the best match.   So, our friends,  a few questions.  Which rates are the result of financial repression, capital flows, and/or … Continue reading →

Posted in Bonds, Charts, Monetary Policy, PIIGS, Sovereign Debt | Tagged , | Leave a comment